The upside of having all of your investments in one place

As you progress in your investment journey, you may find that your assets are managed in different places. For example, you may have an emergency fund in a savings account at a bank or own physical property. In some cases, you may have an existing Tax Free Savings Account, Retirement Annuity or share portfolio that you had set up prior to having an EasyEquities account.

Sometimes having your assets live separately is unavoidable – you can’t exactly monitor the performance of your home’s value in an investment account. But there is something to be said about consolidating all of your investments into one place, because managing multiple investments separately can be a daunting task.

From tracking various asset classes to ensuring that each investment aligns with your overall financial goals, the challenge of maintaining a clear overview can be overwhelming.

In addition, being able to manage your various investments yourself gives you full control and transparency, and can save you a lot in fees.

Diversity and choice

EasyEquities provides a robust selection of investment options, ensuring that you can diversify your portfolio across various asset classes. Here’s a snapshot of what’s available:

• Crypto: Dive into the world of digital currencies and leverage the growth potential of this emerging asset class. Activate your EasyCrypto account to access individual coins or invest in Crypto Bundles in your EasyEquities ZAR account.
• Property: Activate your EasyProperties account to invest in physical property the same way you enjoy investing in shares on EasyEquities: with whatever amount you want. You can also invest in property-related assets like Unit Trusts or REITs, broadening your exposure to real estate markets.
• Local and International Equities and ETFs: Gain access to both South African and global stock markets, including America, Australia, Europe and Britain, through a variety of equity investments and exchange-traded funds (ETFs).
• Unit Trusts: Benefit from professionally managed unit trusts that offer diversification across various sectors and regions.
• Managed Portfolios (Bundles): Opt for pre-constructed portfolios that align with different risk profiles and investment goals.
• Tax-Free Savings Account (TFSA): Enjoy tax-free growth on your investments.
• Retirement Annuity (RA): Plan for your future with a low-cost, tax-efficient retirement investment vehicle.
• Living Annuity: Manage your retirement funds with flexibility and control over your income.
• Preservation Pension Fund: Preserve your pension fund retirement savings when changing jobs or leaving the workforce.
• Preservation Provident Fund: Preserve your provident fund retirement savings when leaving an an employer, changing jobs or leaving the workforce.
• Accounts for Children: Start investing early for your children’s future with dedicated accounts.
• AI-Curated US Stocks: Utilize artificial intelligence to create a portfolio of US stocks tailored to your preferences.
• Structured Products: Explore investment opportunities with bespoke financial products designed for specific outcomes.
• BEE Share Schemes: Invest in broad-based black economic empowerment initiatives.
• Life Insurance (EasyProtect): Protect your life with insurance that decreases as your investment value grows.
• EasyCredit: Access borrowing against your shares to meet liquidity needs without selling your investments.

A Centralized View of Your Investments

One of the most significant benefits of using EasyEquities is the ability to see all your investments in one place. Having a holistic view of your investments makes sense for a few different reasons.

• Simplified Management: Track and manage your investments seamlessly from a single platform. No more juggling multiple accounts or dealing with various statements and reports.
• Comprehensive Reporting: Gain insights into the performance of your entire portfolio, making it easier to assess your financial progress and make data-driven decisions.
• Enhanced Efficiency: Reduce the time and effort spent on managing your investments. With everything centralized, you can focus more on strategic decisions rather than administrative tasks.

A Streamlined Investment Experience

EasyEquities is designed to offer a user-friendly experience. Our platform’s intuitive interface and integrated tools help you make informed choices efficiently. Here’s how:

• User-Friendly Interface: Navigate through your investments easily with a clean and straightforward design.
• Advanced Tools: Access cutting-edge tools and resources that assist in portfolio management, performance analysis, and strategic planning.
• Support and Resources: Benefit from a wealth of educational resources including our blog, EasyAcademy, EasyWealth site, EasyCompare site and Help Centre to support you in making the best investment decisions.

By consolidating your investments with EasyEquities, you gain not only the convenience of managing everything in one place but also the opportunity to leverage a diverse array of investment options tailored to your unique financial aspirations.